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Sponsor portfolioWelfare / HealthEIN 81-4760418

SB INVESTMENT ADVISERS (US), INC.

300 EL CAMINO REAL · MENLO PARK, CA 94024
6503462879
Plans filed
1
Years active
2019–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$885K
No prior year
Persons covered
158
No prior year
Total participants
155
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$885K
SB INVESTMENT ADVISERS EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Fully insured158 covered·4 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$356K22.4%
Life$263K16.6%
Long-term disability$263K16.6%
Other$263K16.6%
Health$175K11.0%
Prescription drug$175K11.0%
Vision$91K5.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$356K40.2%11158
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$263K29.7%11151
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$175K19.7%1119
VISION SERVICE PLAN
EIN 941632821
V
$91K10.3%11153

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SEQUOIA BENEFITS & INS SVCS LLCSAN MATEO, CACIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN INC$69K$5K$74K100.0%1

History & trajectory

7 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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